Paraplanner (Independent Financial Advisers)

Recruiter
ST DAVID RECRUITMENT SERVICES
Location
Cardiff
Salary
From £20,000 to £25,000 per annum £20k – £25k per annum
Posted
11 Apr 2017
Closes
11 May 2017
Sector
Legal
Contract Type
Permanent
Hours
Full Time

Paraplanner (Independent Financial Advisers)

Permanent / Full-time

Cardiff

£20k – £25k per annum

ST5558

An opportunity has arisen within our client’s Independent Financial Adviser team for a Paraplanner; the successful candidate will join a well-established and thriving team providing administrative and technical support to the Head of Department.

Our client’s independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to, investments, pensions, inheritance tax planning, personal and business protection, group pension schemes and mortgages.

 Duties will include:

·Producing quality client friendly reports which outline recommendations and why they are suitable.

·Building good relationships with key stakeholders.

·Implement and manage service standards within the team so that the IFA’s can manage their client’s expectations.

·Having a thorough understanding of the sales process, suitability letter requirements, internal pre-approval process and the regulatory requirements imposed by the FCA and SRA, and ensure these are reflected in your work.

·Conducting research to facilitate advice opportunities.

·Analysing complex financial information, undertaking calculations and producing strategy reports.

·Provide timely and useful MI to various areas of the business.

·Meeting the regulator’s Fit & Proper requirements.

The successful candidate should be self-motivated and yet work well in a team environment. They will also be adaptable and be looking to progress in a dynamic and rapidly growing business.

Knowledge of various advisor research tools and use of True Potential would be advantageous.

The ideal candidate will hold or will be studying towards a relevant Diploma level of qualification